SIASUN(SZ:300024) Nan Fang Du Shi Bao·2025-04-18 05:06Company Overview - Zhi Ping Fang, founded in 2023, focuses on end-to-end Vision-Language-Action (VLA) technology and has a core team from major tech companies like Microsoft, OPPO, and Xiaopeng [2] - The company has successfully piloted its first-generation robot, AlphaBot, in industrial parks and is collaborating with firms like Huaxi Biology and Jingneng Microelectronics for applications in biotechnology and semiconductor manufacturing [2] Product Launch - Zhi Ping Fang launched its next-generation general-purpose robot, AlphaBot 2, and announced its "AGI Terminal" strategy, aiming for an annual production capacity of 10,000 units by 2028 and 1 million units by 2033 [1] - AlphaBot 2 features over 34 degrees of freedom and is designed for various tasks, from industrial applications to home services, with capabilities for natural language understanding and complex task execution [1] Market Trends - The global humanoid robot market is expected to reach 1.4 million units shipped and a market size of $38 billion by 2035, with predictions of the industry reaching a trillion-dollar scale [3] - Companies like Tesla, Figure, and others are also releasing new humanoid robot products, emphasizing autonomous perception and human-machine collaboration [2] Industry Challenges - The humanoid robot industry is still in its early stages, facing challenges in mass production capabilities, overall costs, chip compatibility, and battery life [3] - Zhi Ping Fang aims to become a leading manufacturer in the robot industry, similar to BYD's role in the electric vehicle sector, to bring intelligent robots into households [3]